KINGSWOOD GROUP

10 -11 Austin Friars, London EC2N 2HG, UK

020 7293 0730



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LEADERSHIP

 

BOARD OF DIRECTORS

EXECUTIVES

INVESTMENT

WEALTH PLANNING

 

BOARD OF DIRECTORS

Kenneth ‘Buzz’ West

Non-Executive Chairman

Buzz is Non-Executive Chairman of the Board and is highly experienced in the financial services arena having held numerous board positions in addition to being Founder and Chairman of the AIM-listed wealth manager Ashcourt Rowan. Buzz sit on the board of the Toronto listed Auxico Resources Canada Inc. He is currently an advisor to several high-tech companies and holds the Chair at Cannagrow Biosciences Ltd. With a strong entrepreneurial background, Buzz brings a track record of achieving success for shareholders and as Chairman he led major loss adjustors GAB Robins from a management buy out (MBO) to successful trade sale. He uses his experience in both wealth management and the AIM market to lead the Board and drive Kingswood’s strategic direction.

Jonathan Massing

Non-Executive Deputy Chairman

Jonathan is  Non-Executive Deputy Chairman and brings wide ranging experience to the Board, in particular in the area of corporate finance and acquisitions. He has a strong background in commercial and corporate finance advisory, buyouts, venture capital, shareholder dispute advisory, and private businesses valuation. A Chartered Accountant, he has extensive experience in the sale and acquisition of private companies and also provides advice on debt structures and working capital facilities. In 1998 he set up Kingswood Investment Partners Limited as a private equity investor. He is also a founder of Kingswood Property Finance Limited Partnership and founded a City-based advisory firm Kingswood in 1993.

Gary Wilder

Group Chief Executive Officer

Gary is a Chartered Accountant and a graduate of the Cass Business School, University of London with over 30 years experience in pan European private equity and real estate particularly in the area of investment, capital raising, structuring, debt financing and asset management. He is the co founder of Kingswood Property Finance Limited Partnership where he made a series of long-term strategic investments in financial services. Gary’s key responsibilities include building strategic relationships with new and existing investors, bankers, financial advisers and directing capital raising efforts to the growth and expansion of the platform.

Patrick Goulding

Chief Executive Officer (subsidiaries) & Group Chief Financial Officer

Patrick is a Chartered Accountant with more than 25 years experience in strategy, finance and operational roles in the global financial services industry including senior roles at Morgan Stanley, Lend Lease, ING and Schroders in the US, Australia and Europe. Patrick works with the senior executive team to manage the business on a day to day basis to ensure financial and other performance targets are met. Patrick is a member of the Executive and Investment Committees as well as serving on the  Audit and Risk & Compliance Committees.

Graydon Butler

Group Chief Operating Officer

Graydon graduated from Southampton University and prior to Kingswood served as head of operations for Moor Park Capital Partners, a real estate private equity business, with a mandate to build an operations team which at its peak held over £2.5bn of commercial real estate assets under management. Graydon leads Kingswood’s operations and support functions and is a member of the Executive Committee.

Jonathan Freeman 

Non-Executive Director

Jonathan is a Non-Executive Director and chairs the Risk & Compliance Committee and the Audit Committee and is also a member of the Remuneration Committee. He is a seasoned corporate financier and company director with extensive experience of listed companies, financial services and FCA regulated entities. This experience is important to the Group as it is quoted on AIM and subsidiary entities are regulated by the Financial Conduct Authority in the UK.  Jonathan is also the senior independent non-executive director of Futura Medical plc and chairs their Audit and Remuneration Committees, is also non-executive director of Braveheart Investment Group plc.

David Hudd 

Non-Executive Director

David is a non-executive director and chairs the Remuneration Committee. He is a capital markets specialist who brings to the Board over 35 years' experience of structuring and advising on a wide range of financings. After working at another City law firm and spending over nine years in investment banking, David joined global law firm Hogan Lovells as its first dedicated capital markets partner in London in 1994. He currently serves as Deputy CEO of Hogan Lovells.

Robert Suss

Non-Executive Director

Robert Suss is a Non-Executive Director and sits on the board to advise on the Kingswood Global Wealth Management strategy. Robert is the Co-Chief Executive Officer of UK Agricultural Finance, a specialist lender in the UK serving the agricultural community as well as the founder of Global Tower Solutions, focused on delivering renewable solutions globally. Robert Chairs the Advisory Board for EG Capital an Emerging Market Debt Manager and he serves as a director for TPG Pace Holdings and B. Riley Principal Merger Corp.


Rob Suss retired from his position as a Managing Director of Goldman Sachs where he spent 18 years building and turning around a number of businesses in their Investment Management Division. His last role was as Head of Private Wealth Management in London from 2012 to 2015. Prior to this, Rob was the Head of UK and Ireland Private Wealth Management from 2008 to 2012 when his unit received the prestigious Euromoney peer voted award for Ultra High Net Worth Services for three consecutive years (2009 to 2011). From 2006 to 2008, Mr. Suss served as the Head of Wealth Management Solutions.

 

EXECUTIVE

Gary Wilder

Group Chief Executive Officer

Gary is a Chartered Accountant and a graduate of the Cass Business School, University of London with over 30 years experience in pan European private equity and real estate particularly in the area of investment, capital raising, structuring, debt financing and asset management. He is the co founder of Kingswood Property Finance Limited Partnership where he made a series of long-term strategic investments in financial services. Gary’s key responsibilities include building strategic relationships with new and existing investors, bankers, financial advisers and directing capital raising efforts to the growth and expansion of the platform.

Patrick Goulding

Chief Executive Officer (subsidiaries) & Chief Financial Officer

Patrick is a Chartered Accountant with more than 25 years experience in strategy, finance and operational roles in the global financial services industry including senior roles at Morgan Stanley, Lend Lease, ING and Schroders in the US, Australia and Europe. Patrick works with the senior executive team to manage the business on a day to day basis to ensure financial and other performance targets are met. Patrick is a member of the Executive and Investment Committees as well as serving on the  Audit and Risk & Compliance Committees.

Najib Canaan

Chief Executive Officer, US

Najib is a senior executive with more than 30 years experience in fixed income and alternative investments. His past roles include leading management positions at Donaldson, Lufkin & Jenrette, Credit Suisse, Nomura, and Blackstone/GSO in both the US and Europe. Najib is a member of Kingswood’s Executive and and Executive Committees, and along with the senior leadership of the firm, leads the expansion of Kingswood in the US.

Graydon Butler

Group Chief Operating Officer

Graydon graduated from Southampton University and prior to Kingswood served as head of operations for Moor Park Capital Partners, a real estate private equity business, with a mandate to build an operations team which at its peak held over £2.5bn of commercial real estate assets under management. Graydon leads Kingswood’s operations and support functions and is a member of the Executive Committee.

Rachel Bailey

Managing Director, Human Resources

Rachel is fully CIPD qualified (Associate CIPD) with 20 years experience in human resources.  Rachel has worked in a number of different industries including leading UK commercial property company British Land.  Rachel is a member of the senior executive team and manages all human resource functions and initiatives and is a member of the Executive Committee.

 

INVESTMENT

Nigel Davies

Managing Director, Fixed Income and Institutional

Nigel has 40 years experience in financial markets, specialising in Fixed Income, Treasury and Money Market Management. He has previously held Senior Director Positions at Leopold Joseph Bank, Tilney, Singer and Friedlander and Epic Asset Management. Nigel sits on the Executive and Investment Committees.

Jeff Hodgetts

Managing Director, Investment Management

Prior to Kingswood, Jeff worked for 13 years at Barclays where he spent 8 years advising high net worth clients the last 4 of these years focusing on investment advice within Barclays Wealth. He joined Kingswood in June 2014 and his main focus is on servicing and managing his existing high net worth clients, while developing new opportunities and working closely with the overall Investment Management and Wealth Planning teams. Jeff is a member of the Investment and Executive Committees.

Richard Klein

Manager Director, Alternatives and Distribution

Richard is a member of the Executive and Investment Committees with primary responsibility for distribution and expanding client access to Alternative investments in key asset classes including hedge funds, private equity, Infrastructure, Real Estate, Liquids and Credit. He spent almost all of his 30-plus year investment banking career at Merrill Lynch in a number of leading capital markets distribution roles before moving to two successive senior hedge fund posts. Richard graduated from Oxford University with a degree in Philosophy, Politics and Economics in 1985.

Dean Crouch

Associate Director, Managed Portfolio Service

Dean is a Chartered member with the Chartered Institute for Securities and Investment (CISI), holding over 13 years experience in financial services and investment management. Dean is responsible for managing and developing the Kingswood Managed Portfolio Service, providing financial advisers with access to our comprehensive range of investment strategies and services. Dean is also a member on the Investment Committee, having direct input into the Kingswood investment strategy and portfolio positioning.

Rupert Thompson

Associate Director, Strategy & Research  

Rupert has a MA from Oxford University and has worked in the City for over 30 years as an economist, equity strategist and head of research at a variety of institutions including PAM Global Investments, Henderson Global Investors and UBS. Rupert leads the research and strategy team which drives the investment and fund selection process.

 

WEALTH PLANNING

David Healy

Managing Director

David has over 20 years experience advising clients in the Greater London area and held roles in several national advice brands and more recently a series of boutique offices before joining Kingswood in October 2012. David provides holistic advice but specialises in investment and tax advantaged solutions to private clients including Barristers, Partners in law Firms, Partners in Professional Services Firms and current/former business owners. David sits on the Executive Committee.

Marc Maddison

Managing Director

Marc is qualified as a level 4 advisor, DipPFS and has been involved in financial services for 25 years. He has worked for Kingswood for the last 8 years after spells at Abbey National and AEGON. Marc manages a broad client base of individual, high net worth and corporate clients and is passionate that his clients get the advice and service the need. He also manages a highly experienced team of advisers who he mentors and supports in delivering the right advice and outcomes for clients. Marc is a member of the Executive Committee.

Neil McKechnie

Managing Director

Neil is a qualified wealth planner and financial adviser with more than 37 years experience in the financial services industry. He established a financial advisory business in 1987, specialising in pension and investment advice for individual and corporate clients. In 2018 the business, based in East Yorkshire, became part of the Kingswood Group and Neil continues in the same management and advisory role. Neil is a member of the Executive Committee.

 

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